龙蟠科技：从二季度起 公司磷酸铁锂板块维持较高产能利用率

Group 1 - The core viewpoint is that Longpan Technology (603906) has maintained a high capacity utilization rate in its lithium iron phosphate segment since Q2 of this year, with a 77.6% year-on-year increase in lithium iron phosphate sales in the first three quarters [1] - The industry is currently facing high supply-demand contradictions and ongoing homogenization competition, indicating that the overall industry is still in a recovery phase [2] - The company plans to achieve a new profit growth curve through the release of overseas capacity and the development of differentiated high-end high-pressure products [3]